EFG
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Everhart Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Everhart Financial Group’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$690K Sell
4,533
-55
-1% -$8.19K 0.04% 226
2026
Q1 		$670K Hold
4,588
– – 0.06% 229
2025
Q4 		$638K Hold
4,588
– – 0.06% 228
2025
Q3 		$643K Sell
4,588
-125
-3% -$17.4K 0.06% 215
2025
Q2 		$640K Buy
4,713
+3,228
+217% +$428K 0.07% 194
2025
Q1 		$201K Sell
1,485
-52
-3% -$6.99K 0.03% 321
2024
Q4 		$203K Buy
1,537
+52
+4% +$7.26K 0.04% 304
2024
Q3 		$211K Buy
+1,485
New +$201K 0.05% 309
2024
Q2 		– Sell
-2,505
Closed -$329K – 307
2024
Q1 		$329K Hold
2,505
– – 0.1% 203
2023
Q4 		$313K Sell
2,505
-71
-3% -$8.34K 0.11% 173
2023
Q3 		$216K Hold
2,576
– – 0.09% 192
2023
Q2 		$230K Buy
2,576
+700
+37% +$85.5K 0.1% 189
2023
Q1 		$232K Sell
1,876
-700
-27% -$88.1K 0.1% 172
2022
Q4 		$235K Buy
2,576
+375
+17% +$46.3K 0.12% 151
2022
Q3 		$246K Hold
2,201
– – 0.14% 152
2022
Q2 		$261K Buy
2,201
+71
+3% +$8.85K 0.16% 130
2022
Q1 		$273K Hold
2,130
– – 0.16% 95
2021
Q4 		$275K Hold
2,130
– – 0.17% 94
2021
Q3 		$250K Hold
2,130
– – 0.17% 91
2021
Q2 		$261K Hold
2,130
– – 0.18% 80
2021
Q1 		$252K Hold
2,130
– – 0.22% 65
2020
Q4 		$225K Buy
+2,130
New +$216K 0.21% 71

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Everhart Financial Group's SDY Position: Q2 2026 in Review

Everhart Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, selling an estimated $8.19K and leaving 4,533 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #226.

Everhart Financial Group first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. 261 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Everhart Financial Group held 4,533 shares of State Street SPDR S&P Dividend ETF worth $690K as of Q2 2026.
  • Everhart Financial Group sold 55 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.19K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #226 holding.
  • Everhart Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.